港股异动 | 太平洋航运(02343)再涨近7% 供给增速仍受限干散货运输市场周期有望向上

智通财经04-22

智通财经APP获悉，太平洋航运(02343)再涨近7%，截止发稿涨6.9%，报2.79港元，成交额7091万港元。中金表示，1Q24公司核心业务的小灵便型船和超灵便型船分别实现TCE运价11,050美元/天和13,610美元/天，同比下降分别-18%/持平，分别超出市场现货指数540美元/天、1,300美元/天，主要受益于公司灵活的经营策略和安装脱硫塔船舶占比高的船队结构，其中安装脱硫塔为公司的小...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2429960915?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-04-22 11:02","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2429960915","market":"sh","top_or_hot":-1,"title":"港股异动 | 太平洋航运(02343)再涨近7% 供给增速仍受限 干散货运输市场周期有望向上","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，太平洋航运(02343)再涨近7%，截止发稿涨6.9%，报2.79港元，成交额7091万港元。中金表示，1Q24公司核心业务的小灵便型船和超灵便型船分别实现TCE运价11,050美元/天和13,610美元/天，同比下降分别-18%/持平，分别超出市场现货指数540美元/天、1,300美元/天，主要受益于公司灵活的经营策略和安装脱硫塔船舶占比高的船队结构，其中安装脱硫塔为公司的小...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1106317.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | 太平洋航运(02343)再涨近7% 供给增速仍受限 干散货运输市场周期有望向上</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股异动 | 太平洋航运(02343)再涨近7% 供给增速仍受限 干散货运输市场周期有望向上\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-22 11:02 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1106317.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，太平洋航运(02343)再涨近7%，截止发稿涨6.9%，报2.79港元，成交额7091万港元。中金表示，1Q24公司核心业务的小灵便型船和超灵便型船分别实现TCE运价11,050美元/天和13,610美元/天，同比下降分别-18%/持平，分别超出市场现货指数540美元/天、1,300美元/天，主要受益于公司灵活的经营策略和安装脱硫塔船舶占比高的船队结构，其中安装脱硫塔为公司的小...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1106317.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0390135688.USD","symbol_name":"TEMPLETON ASIAN SMALLER COMPANIES \"A\" (USD) INC","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1106317.html","article_id":"2429960915","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2429960915","pubTimestamp":1713754927,"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，太平洋航运再涨近7%，截止发稿涨6.9%，报2.79港元，成交额7091万港元。此外，该行认为，受红海及巴拿马运河通行受限影响，干散货船有效运力下降，叠加2024年全球经济活动改善，年初至今BSI同比+25.6%，BHSI同比+22.7%，该行认为红海及巴拿马通行受限或持续到2024年下半年，从而为干散货运价提供支撑。考虑到干散货运输市场周期有望向上，上调公司2025年盈利38%至3.5亿美元，维持2024年盈利不变，目标价上调10.5%至3.15港元。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0390135688.USD":"TEMPLETON ASIAN SMALLER COMPANIES \"A\" (USD) INC","LU0390135506.SGD":"FTIF - Templeton Asian Smaller Companies A Acc SGD","YANG":"三倍做空富时中国ETF-Direxion","SG9999001093.SGD":"United Greater China Fund A Acc SGD","BK1103":"海运","LU1046422090.SGD":"Fidelity Pacific A-SGD","BK1535":"港口运输股","02343":"太平洋航运","LU0390135332.USD":"TEMPLETON ASIAN SMALLER COMPANIES \"A\" (USD) ACC","LU0300738605.USD":"TEMPLETON EMERG MKTS SMALLER CO \"A\" INC","LU0300738514.USD":"TEMPLETON EMERG MKTS SMALLER CO \"A\"(USD) ACC","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","YINN":"三倍做多富时中国ETF-Direxion","07226":"XL二南方恒科","BK4585":"ETF&股票定投概念","SG9999002950.SGD":"United Asian Growth Opportunities SGD","BK4588":"碎股","SG9999011746.SGD":"PINEBRIDGE INTERNATIONAL FUNDS - ACORNS OF ASIA BA (SGD) ACC"},"translate_title":"Changes in Hong Kong stocks Pacific Basin (02343) rose by nearly 7%, supply growth is still limited, and the dry bulk shipping market cycle is expected to rise","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"07226":1,"YINN":1,"YANG":1,"02343":1},"content_text":"智通财经APP获悉，太平洋航运(02343)再涨近7%，截止发稿涨6.9%，报2.79港元，成交额7091万港元。中金表示，1Q24公司核心业务的小灵便型船和超灵便型船分别实现TCE运价11,050美元/天和13,610美元/天，同比下降分别-18%/持平，分别超出市场现货指数540美元/天、1,300美元/天，主要受益于公司灵活的经营策略和安装脱硫塔船舶占比高的船队结构，其中安装脱硫塔为公司的小灵便船和超灵便船分别贡献30美元/天、940美元/天超额收益。此外，该行认为，受红海及巴拿马运河通行受限影响，干散货船有效运力下降，叠加2024年全球经济活动改善，年初至今BSI同比+25.6%，BHSI同比+22.7%，该行认为红海及巴拿马通行受限或持续到2024年下半年，从而为干散货运价提供支撑。考虑到干散货运输市场周期有望向上，上调公司2025年盈利38%至3.5亿美元，维持2024年盈利不变，目标价上调10.5%至3.15港元。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2429960915"}

港股异动 | 太平洋航运(02343)再涨近7% 供给增速仍受限 干散货运输市场周期有望向上

精彩评论

港股异动 | 太平洋航运(02343)再涨近7% 供给增速仍受限干散货运输市场周期有望向上